CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

CAPTRUST Financial Advisors’s Portfolio SMFG Stock Details SMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.25M Sell
137,775
-7,287
-5% -$162K 0.01% 1031
2026
Q1 		$2.86M Buy
145,062
+11,537
+9% +$242K 0.01% 1030
2025
Q4 		$2.58M Buy
133,525
+85,223
+176% +$1.48M ﹤0.01% 964
2025
Q3 		$809K Buy
48,302
+3,268
+7% +$52.3K ﹤0.01% 1557
2025
Q2 		$680K Sell
45,034
-1,846
-4% -$26.5K ﹤0.01% 1548
2025
Q1 		$725K Buy
46,880
+27,417
+141% +$417K ﹤0.01% 1436
2024
Q4 		$282K Sell
19,463
-24,525
-56% -$337K ﹤0.01% 1955
2024
Q3 		$556K Buy
43,988
+4,091
+10% +$54K ﹤0.01% 1513
2024
Q2 		$535K Buy
39,897
+7,051
+21% +$85.4K ﹤0.01% 1464
2024
Q1 		$387K Sell
32,846
-20,687
-39% -$222K ﹤0.01% 1632
2023
Q4 		$518K Sell
53,533
-40,934
-43% -$397K ﹤0.01% 1714
2023
Q3 		$930K Buy
94,467
+55,286
+141% +$511K ﹤0.01% 1246
2023
Q2 		$337K Buy
39,181
+2,515
+7% +$20.8K ﹤0.01% 1887
2023
Q1 		$293K Buy
36,666
+2,654
+8% +$22.5K ﹤0.01% 1763
2022
Q4 		$273K Buy
34,012
+8,918
+36% +$56.8K ﹤0.01% 1735
2022
Q3 		$138K Buy
25,094
+11,255
+81% +$67.9K ﹤0.01% 1890
2022
Q2 		$82K Sell
13,839
-2,207
-14% -$13.3K ﹤0.01% 2364
2022
Q1 		$101K Buy
16,046
+7,025
+78% +$50K ﹤0.01% 2258
2021
Q4 		$61K Sell
9,021
-17,048
-65% -$115K ﹤0.01% 2529
2021
Q3 		$183K Buy
26,069
+3,014
+13% +$21K ﹤0.01% 1625
2021
Q2 		$159K Buy
23,055
+2,146
+10% +$15.4K ﹤0.01% 1683
2021
Q1 		$152K Buy
20,909
+8,520
+69% +$59.3K ﹤0.01% 1671
2020
Q4 		$76K Sell
12,389
-5,251
-30% -$30.8K ﹤0.01% 1645
2020
Q3 		$99K Buy
17,640
+3,578
+25% +$20.5K ﹤0.01% 1344
2020
Q2 		$79K Sell
14,062
-2,398
-15% -$13K ﹤0.01% 1433
2020
Q1 		$77K Sell
16,460
-416
-2% -$2.68K ﹤0.01% 1232
2019
Q4 		$126K Buy
+16,876
New +$121K ﹤0.01% 995

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Clark Capital Management Group
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CAPTRUST Financial Advisors's SMFG Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 5% in Q2 2026, selling an estimated $162K and leaving 137,775 shares worth $3.25M. The position accounts for 0.01% of the portfolio, ranked #1031.

CAPTRUST Financial Advisors first reported a position in SMFG in Q4 2019 and has held it in 27 quarters since. 463 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • CAPTRUST Financial Advisors held 137,775 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $3.25M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 7,287 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $162K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1031 holding.
  • CAPTRUST Financial Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2019 and has held it in 27 quarters since.
  • 463 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.